Mattern Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Hold |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $2.19M | Hold |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.08M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.63M | Hold |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.39M | Hold |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $1.74M | Hold |
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|
2021
Q3 | $1.61M | Hold |
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|
2021
Q2 | $1.63M | Hold |
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|
2021
Q1 | $1.56M | Hold |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $2.11M | Sell |
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|
2019
Q4 | $3.08M | Buy |
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